: Asset management

Resultados encontrados: 6

Importing assets

You can use a spreadsheet import to create and update assets in bulk. To import assets, select Assets in the sidebar, then select Import. See the Creating assets article for detailed information on how to import assets.

Applying assets to triggers, macros and workflows

If your customer service processes include assets, you can include them as part of conditions and executable  actions when configuring system processes and automations. See the following articles for more information on how to configure workflows and automation to maximize efficiency in customer ser

Introduction to Asset Management

On this page Enabling Asset Management Who should use Movidesk Asset Management What you can do with Movidesk Asset Management The asset catalog Importing and updating assets Using triggers and macros   Enabling Asset Management The Movidesk Asset Management module is fully integrated with Movidesk’

Creating assets

On this page Granting permission to create assets Creating assets Updating assets Importing assets Preparing the import file   If you have not read the Introduction to Asset management article, we strongly recommend reading that article first. It covers basic concepts and terminology that are necess

Assigning assets

On this page Granting permission to assign assets Assigning assets to a user or organization Assigning an asset to multiple users or organizations   Using the Asset management module, you can assign assets to users or organizations. There are two ways to assign an asset: Assign the asset in the Peop

Organizing inventory in categories

On this page Granting permission to create asset categories Creating asset categories Deleting categories   Granting permission to create asset categories To grant a user permission to create asset categories, go to Configurations > Access profiles and select the Access profile applied to the user.